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LRI Investments’s Delek US DK Stock Holding History

LRI Investments’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$915 Hold
18
– – ﹤0.01% 1396
2026
Q1 		$811 Buy
+18
New +$643 ﹤0.01% 1335
2024
Q4 		– Sell
-88
Closed -$1.68K – 1158
2024
Q3 		$1.68K Hold
88
– – ﹤0.01% 1078
2024
Q2 		$2.18K Buy
+88
New +$2.43K ﹤0.01% 1047

Other funds holding DK

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CWGL
Cedrus Wealth Group LLC Andover, Minnesota $115M AUM
PCOTEOTHU
Provident Company of the Employees of the Hebrew University Jerusalem, Israel $131M AUM 66.95% 1-Year Est. Return
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel $144M AUM 82.62% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LRI Investments's DK Position: Q2 2026 in Review

LRI Investments held its Delek US (DK) position steady in Q2 2026 at 18 shares worth $915. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

LRI Investments first reported a position in DK in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.18K in Q2 2024. 61 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • LRI Investments held 18 shares of Delek US worth $915 as of Q2 2026.
  • LRI Investments left its Delek US share count unchanged in Q2 2026.
  • Delek US made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1396 holding.
  • LRI Investments first reported a position in Delek US in Q2 2024 and has held it in 4 quarters since.
  • LRI Investments's Delek US position peaked at $2.18K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.